Daniel Jorge Richmond

Richmond Capital

21 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Richmond Capital

Compensation

Fee-Only (AUM)

Firm Size

1 advisor

Number of Clients

3 clients

Average Client Portfolio

$63K average

Assets Under Management

$190K

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

1450 Brickell Avenue, Suite 2900, Miami, FL, 33131

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Daniel is dually associated with affiliate RIA MORA Wealth Management and spends time proportionally between the broker-dealer and RIA. He is also the sole owner of Richmond Capital Advisors LLC, an online-only RIA, dedicating a few hours per week to it.